See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,323 | $48,795-89.1% | $65,493-91.9% | $84,808-93.7% |
| Participation rate | 64.3% | 67.0%-2.7pp | 73.1%-8.8pp | 68.3%-4.0pp |
| Annual return | 0.00% | 20.20%-20.2pp | 982.45%-982.4pp | 40.90%-40.9pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,790 | $2,928+29.4% | $3,961-4.3% | $4,212-10.0% |
| Admin fee / account holder | $89 | $3,877-97.7% | $5,028-98.2% | $7,344-98.8% |